Investment adviser · CRD 288690

TERRA ALPHA INVESTMENTS LLC

Investment adviser filing (IA)

WASHINGTON, DC, United States · Form ADV filed Mar 12, 2026

Regulatory AUM
$193M
Form ADV · Item 5.F
Client accounts
5
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles4$177,227,09391.8%
Charities1$15,816,4528.2%
Filing source

Form ADV 2058599 · Mar 12, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

TERRA ALPHA GLOBAL EQUITY FUND LPHedge Fund · Last reported Mar 12, 2026$78.6MGross asset value

Form D fundraising filings

Terra Alpha Global Equity Fund LP

Fund administrator APEX FUND SERVICES (CHARLOTTE) LLC CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP ROSELAND, New Jersey, United States
Custodian AMALGAMATED BANK NEW YORK, New York, United States Related to adviser: No
Custodian CITIBANK KOREA SEOUL, Korea, South Related to adviser: No
Custodian MAREX CAPITAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker MAREX CAPITAL MARKETS INC. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

CITIBANK KOREA
LEI 745P3MMS7E8CUVXDRJ82

MAREX CAPITAL MARKETS INC.
SEC 8-69039

PERSHING LLC
SEC 8-17574

MAREX CAPITAL MARKETS INC.
CRD 161014 · SEC 8-69039

Fund details & source
Fund ID
805-6249260775
Reported beneficial owners
29
Minimum commitment
$250K
Form D file number
021-307591

Form ADV 2058599 · Mar 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TERRA ALPHA FUND LPHedge Fund · Last reported Mar 12, 2026$52.2MGross asset value

Form D fundraising filings

Terra Alpha Fund LP

Fund administrator APEX FUND SERVICES (CHARLOTTE) LLC CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP ROSELAND, New Jersey, United States
Custodian AMALGAMATED BANK NEW YORK, New York, United States Related to adviser: No
Custodian CITIBANK KOREA SEOUL, Korea, South Related to adviser: No
Custodian MAREX CAPITAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker MAREX CAPITAL MARKETS INC. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

CITIBANK KOREA
LEI 745P3MMS7E8CUVXDRJ82

MAREX CAPITAL MARKETS INC.
SEC 8-69039

PERSHING LLC
SEC 8-17574

MAREX CAPITAL MARKETS INC.
CRD 161014 · SEC 8-69039

Fund details & source
Fund ID
805-1451452744
Reported beneficial owners
59
Minimum commitment
$250K
Form D file number
021-236843

Form ADV 2058599 · Mar 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TERRA ALPHA CONCENTRATED STRATEGY FUND LPHedge Fund · Last reported Mar 12, 2026$39MGross asset value

Form D fundraising filings

Terra Alpha Concentrated Strategy Fund LP

Fund administrator APEX FUND SERVICES (CHARLOTTE) LLC CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP ROSELAND, New Jersey, United States
Custodian AMALGAMATED BANK NEW YORK, New York, United States Related to adviser: No
Custodian CITIBANK KOREA SEOUL, Korea, South Related to adviser: No
Custodian MAREX CAPITAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker MAREX CAPITAL MARKETS INC. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

AMALGAMATED BANK
LEI LEI 254900FMBXF85WQY

CITIBANK KOREA
LEI 745P3MMS7E8CUVXDRJ82

MAREX CAPITAL MARKETS INC.
SEC 8-69039

PERSHING LLC
SEC 8-17574

MAREX CAPITAL MARKETS INC.
CRD 161014 · SEC 8-69039

Fund details & source
Fund ID
805-7870506921
Reported beneficial owners
44
Minimum commitment
$250K
Form D file number
021-370371

Form ADV 2058599 · Mar 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 12, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

1250 24TH ST. NW, SUITE 720
WASHINGTON, DC, 20037, United States

CRD 288690

Filing source

Form ADV 2058599 · Mar 12, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.